Compare MetLife to National, Midwest, Prudential, MetLife, Jackson, MetLife

Comparing MetLife to National, Midwest, Prudential, MetLife, Jackson, MetLife can provide valuable insights into potential diversification opportunities when combining these positions into a portfolio. By using this module, you can analyze the advantages of specified entities, assessing both technical and fundamental indicators across various peers. Please use the input box below to enter the symbols for specific investments you'd like to analyze. Check out your portfolio center.

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Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between positions in your portfolio represents the degree of relationship between the price movements of corresponding instruments. A correlation of about +1.0 implies that the prices move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated.

	MET-PA	NWLI	MDWT	PUK	MET-PE	JXN-PA	MET-PF
MET-PA		0.65	-0.2	-0.35	-0.07	0.08	-0.33	MET-PA
NWLI	0.65		0.02	-0.43	-0.52	0.29	-0.74	NWLI
MDWT	-0.2	0.02		0.17	-0.33	0.81	-0.25	MDWT
PUK	-0.35	-0.43	0.17		0.47	0.0	0.62	PUK
MET-PE	-0.07	-0.52	-0.33	0.47		-0.24	0.89	MET-PE
JXN-PA	0.08	0.29	0.81	0.0	-0.24		-0.33	JXN-PA
MET-PF	-0.33	-0.74	-0.25	0.62	0.89	-0.33		MET-PF
	MET-PA	NWLI	MDWT	PUK	MET-PE	JXN-PA	MET-PF

Click cells to compare fundamentals

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High positive correlations

MET-PF	+ 0.89	MET-PE
JXN-PA	+ 0.81	MDWT
NWLI	+ 0.65	MET-PA
MET-PF	+ 0.62	PUK
MET-PE	+ 0.47	PUK
JXN-PA	+ 0.29	NWLI

High negative correlations

MET-PF	- 0.74	NWLI
MET-PE	- 0.52	NWLI
PUK	- 0.43	NWLI
PUK	- 0.35	MET-PA
MET-PF	- 0.33	JXN-PA
MET-PE	- 0.33	MDWT

Risk-Adjusted Indicators

There is a big difference between a company's stock performing well and the company itself doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
MET-PA	0.39	0.01	(0.17)	0.22	0.44	(0.44)	0.70	(0.75)	2.68
NWLI	0.14	0.01	(0.51)	0.41	0.10	(0.15)	0.39	(0.26)	1.17
MDWT	2.66	1.03	1.17	0.50	0.00	(3.48)	1.26	(0.98)	87.92
PUK	1.63	(0.02)	(0.01)	0.10	2.26	(1.59)	2.76	(3.79)	13.38
MET-PE	0.39	(0.06)	0.00	(0.34)	0.00	0.00	0.78	(0.93)	2.29
JXN-PA	0.39	0.03	(0.13)	0.37	0.41	(0.44)	0.80	(0.67)	2.54
MET-PF	0.67	(0.07)	0.00	7.49	0.00	0.00	1.13	(1.54)	4.98

Cross Equities Net Income Analysis

Compare MetLife Preferred Stock, National Western Life, and Midwest Holding Net Income Over Time

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	2010	2011	2012	2013	2014	2015	2016	2017	2018	2019	2020	2021	2022	2023	2024
PUK	618.6 M	2.3 B	2.2 B	828.1 M	1.4 B	1.7 B	1.6 B	3.2 B	3.8 B	2 B	2.1 B	2.2 B	(1 B)	1.7 B	1.3 B

MetLife Preferred Stock, National Western Life, and Midwest Holding Net Income description

Net income is one of the most important fundamental items in finance. It plays a large role in entities financial statement analysis. It represents the amount of money remaining after all of organizations operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.

Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	MET-PA	NWLI	MDWT	PUK	MET-PE	JXN-PA	MET-PF
	0.36 24.90 MetLife	0.06 499.98 National	0.00 26.51 Midwest	1.27 17.05 Prudential	0.08 24.13 MetLife	0.22 26.85 Jackson	1.99 21.01 MetLife
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Insignificant	Very Weak	Very Weak	Weak	Very Weak	OK	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Dangerous	Dangerous	Very Small	Low	About Average	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Over Valued	Over Valued	Under Valued	Fairly Valued	Fairly Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Strong Buy	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Cautious Hold	Not Rated	Not Rated	Cautious Hold	Cautious Hold	Cautious Hold	Strong Buy
Current Ratio	1.02 X	12.13 X	4.66 X	1.00 X	1.03 X	N/A	1.02 X
Net Asset	666.61 B	10.94 B	1.92 B	174.07 B	666.61 B	314.98 B	666.61 B
Profit Margin	0.04 %	0.21 %	(0.10) %	0.08 %	0.04 %	N/A	0.04 %
EBITDA	4.04 B	145.37 M	15.08 M	3.06 B	4.04 B	N/A	4.04 B
Operating Margin	0.06 %	0.47 %	0.45 %	0.27 %	0.06 %	N/A	0.06 %
Current Valuation	95.59 B	358.48 M	(51.48 M)	21.37 B	N/A	N/A	97.08 B
Price To Book	N/A	0.73 X	27.29 X	1.38 X	N/A	N/A	N/A
Five Year Return	4.17 %	0.15 %	N/A	2.29 %	N/A	N/A	N/A
Retained Earnings	N/A	2.72 B	(63.02 M)	11.93 B	N/A	6.4 B	N/A
Current Asset	N/A	N/A	N/A	30.02 B	N/A	N/A	N/A
Beta	1.08	0.75	0.1	1.22	1.08	N/A	1.08
Number Of Employees	9	276	91	15.03 K	9	2.98 K	9
Shares Outstanding	986.84 M	3.44 M	3.74 M	1.33 B	986.84 M	N/A	N/A
Cash Flow From Operations	12.6 B	255.7 M	73.16 M	832 M	12.6 B	5.21 B	12.6 B
Annual Yield	0.05 %	0.0007 %	N/A	0.03 %	0.06 %	N/A	0.05 %
Total Debt	17.8 B	8.5 B	25 M	4.87 B	17.8 B	4.37 B	17.8 B
Return On Equity	0.0538	0.0649	0.0305	0.0548	0.0538	N/A	0.0538
Z Score	1.2	N/A	2.42	N/A	1.2	0.06	N/A
Return On Asset	0.0034	0.0104	0.0048	0.0123	0.0034	N/A	0.0034
Number Of Shares Shorted	86.86 K	66.72 K	15.23 K	226.19 K	359.71 K	N/A	330.99 K
Book Value Per Share	34.71 X	686.73 X	0.99 X	5.90 X	34.71 X	N/A	34.71 X
Current Liabilities	N/A	N/A	N/A	28.66 B	N/A	N/A	N/A
Total Asset	666.61 B	10.94 B	1.92 B	174.07 B	666.61 B	314.98 B	666.61 B
Debt To Equity	163.90 %	N/A	0.03 %	0.36 %	1.46 %	N/A	1.52 %
Short Ratio	2.39 X	3.38 X	1.89 X	0.17 X	5.87 X	N/A	2.28 X
Last Dividend Paid	1.98	0.36	N/A	0.21	1.98	N/A	1.98
Target Price	N/A	N/A	27.0	28.38	N/A	N/A	N/A
Shares Owned By Institutions	14.70 %	87.90 %	41.56 %	2.16 %	24.40 %	N/A	N/A
Market Capitalization	45.69 B	1.82 B	101.07 M	22.95 B	44.07 B	N/A	N/A
Price To Earning	4.76 X	8.08 X	66.51 X	14.05 X	3.64 X	N/A	N/A
Price To Earnings To Growth	N/A	N/A	N/A	0.38 X	N/A	N/A	N/A
Price To Sales	0.59 X	2.54 X	1.07 X	2.10 X	0.57 X	N/A	N/A
Net Income	2.54 B	94.43 M	7.14 M	2.27 B	2.54 B	(2.31 B)	2.54 B
Earnings Per Share	7.81 X	44.05 X	(2.52) X	0.64 X	7.81 X	N/A	7.81 X
Shares Owned By Insiders	N/A	1.35 %	25.17 %	N/A	N/A	N/A	N/A
Revenue	69.9 B	698.23 M	30.05 M	11.97 B	69.9 B	9.72 B	69.9 B
Working Capital	N/A	N/A	N/A	1.37 B	N/A	N/A	N/A
Cash And Equivalents	24.46 B	1.44 B	128.96 M	4.76 B	39.85 B	N/A	37.76 B
Cash Per Share	25.74 X	396.09 X	34.51 X	4.69 X	43.90 X	N/A	41.95 X
Gross Profit	15.56 B	261.85 M	33.77 M	3.74 B	15.56 B	N/A	15.56 B
Day Typical Price	24.9	499.85	26.52	17.06	24.12	26.84	20.85
Accumulation Distribution	400.24	8.0E-4	8.0E-4	5342.65	1038.69	154.69	8386.67
Market Facilitation Index	0.0	0.42	0.02	N/A	0.0	0.0	0.0
Daily Balance Of Power	0.5	0.6667	N/A	(2.00)	(0.11)	(0.21)	0.7736
Period Momentum Indicator	0.09	0.28	N/A	(0.22)	(0.02)	(0.06)	0.41
Rate Of Daily Change	1.0	1.0	1.0	0.99	1.0	1.0	1.02
Day Median Price	24.9	499.78	26.52	17.07	24.12	26.83	20.78
Price Action Indicator	0.045	0.34	(0.01)	(0.12)	0.005	(0.01)	0.44
Coefficient Of Variation	1498.51	883.21	788.54	2324.42	(1,590)	857.67	(1,449)
Mean Deviation	0.3871	0.136	2.66	1.63	0.3905	0.3934	0.6743
Jensen Alpha	0.0125	0.009	1.03	(0.02)	(0.06)	0.0338	(0.07)
Total Risk Alpha	(0.06)	(0.02)	(0.34)	(0.26)	(0.13)	(0.03)	(0.21)
Sortino Ratio	(0.17)	(0.51)	1.17	(0.01)	N/A	(0.13)	N/A
Downside Variance	0.2656	0.0399	1.09	5.78	N/A	0.26	N/A
Standard Deviation	0.548	0.198	10.58	2.21	0.5215	0.5041	0.8761
Kurtosis	5.07	2.23	64.87	1.87	0.9756	0.2122	0.7532
Potential Upside	0.7019	0.3891	1.26	2.76	0.7829	0.7973	1.13
Treynor Ratio	0.2169	0.4126	0.4986	0.0954	(0.34)	0.3729	7.49
Maximum Drawdown	2.68	1.17	87.92	13.38	2.29	2.54	4.98
Variance	0.3003	0.0392	112.01	4.87	0.272	0.2541	0.7675
Market Risk Adjusted Performance	0.2269	0.4226	0.5086	0.1054	(0.33)	0.3829	7.5
Risk Adjusted Performance	0.045	0.0553	0.1009	0.0378	(0.05)	0.0799	(0.05)
Skewness	0.7647	(0.22)	8.02	0.054	0.2946	(0.13)	(0.01)
Semi Deviation	0.4424	0.1039	0.0	2.26	N/A	0.4071	N/A
Information Ratio	(0.16)	(0.52)	0.1151	(0.01)	(0.30)	(0.13)	(0.21)
Value At Risk	(0.75)	(0.26)	(0.98)	(3.79)	(0.93)	(0.67)	(1.54)
Expected Short fall	(0.44)	(0.15)	(3.48)	(1.59)	N/A	(0.44)	N/A
Downside Deviation	0.5154	0.1998	1.04	2.4	N/A	0.5099	N/A
Semi Variance	0.1957	0.0108	(0.71)	5.1	N/A	0.1657	N/A

Market Neutrality

One of the main advantages of trading using market-neutral strategies is that every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses.

Please note, the success of pairs trading depends heavily on the modeling and forecasting of the spread time series. However, in general, pair trading minimizes risk from directional movements in the market unless the strategy's equities are perfectly correlated. For example, if an entire industry or sector drops because of unexpected headlines, the first equity's short position will appreciate offsetting losses from the drop in the long position's value.

Five steps to successful analysis of competition

Competitive analysis is the process of researching and evaluating the competitive landscape of a business entity. It provides an understanding of the company's strengths, weaknesses, opportunities, and threats (SWOT) in relation to its competition. The competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors across the sector or industry, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact the competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Trending Themes

If you are a self-driven investor, you will appreciate our idea-generating investing themes. Our themes help you align your investments inspirations with your core values and are essential building blocks of your portfolios. A typical investing theme is an unweighted collection of up to 20 funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of equities with common characteristics such as industry and growth potential, volatility, or market segment.

	Momentum Invested over 40 shares	Go
	Driverless Cars Invested over 200 shares	Go
	Dividend Beast Invested over 50 shares	Go
	Business Services Invested few shares	Go
	Hedge Favorites Invested over 40 shares	Go
	Cash Cows Invested few shares	Go
	Impulse Invested few shares	Go
	Macroaxis Index Invested few shares	Go
	Millennials Best Invested few shares	Go
	Technology Invested few shares	Go

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Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.

Other Complementary Tools

	Equity Valuation Check real value of public entities based on technical and fundamental data
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	Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
	Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk
	Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments

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Price To Sales Ratio	Ptb Ratio
Days Sales Outstanding	Book Value Per Share
Free Cash Flow Yield	Invested Capital
Operating Cash Flow Per Share	Average Payables
Stock Based Compensation To Revenue	Capex To Depreciation
Pb Ratio	Ev To Sales
Free Cash Flow Per Share	Roic
Inventory Turnover	Net Income Per Share
Days Of Inventory On Hand	Payables Turnover
Sales General And Administrative To Revenue	Average Inventory
Research And Ddevelopement To Revenue	Capex To Revenue
Cash Per Share	Pocfratio
Interest Coverage	Payout Ratio
Capex To Operating Cash Flow	Pfcf Ratio
Days Payables Outstanding	Net Current Asset Value
Income Quality	Roe
Tangible Asset Value	Ev To Operating Cash Flow
Pe Ratio	Return On Tangible Assets
Ev To Free Cash Flow	Intangibles To Total Assets
Net Debt To E B I T D A	Current Ratio
Tangible Book Value Per Share	Receivables Turnover
Graham Number	Shareholders Equity Per Share
Debt To Equity	Capex Per Share
Graham Net Net	Average Receivables
Revenue Per Share	Interest Debt Per Share
Debt To Assets	Enterprise Value Over E B I T D A
Dividend Yield	Earnings Yield
Short Term Coverage Ratios	Price Earnings Ratio
Price Book Value Ratio	Price Earnings To Growth Ratio
Days Of Payables Outstanding	Dividend Payout Ratio
Price To Operating Cash Flows Ratio	Price To Free Cash Flows Ratio
Pretax Profit Margin	Ebt Per Ebit
Operating Profit Margin	Effective Tax Rate
Company Equity Multiplier	Long Term Debt To Capitalization
Total Debt To Capitalization	Return On Capital Employed
Debt Equity Ratio	Ebit Per Revenue
Quick Ratio	Dividend Paid And Capex Coverage Ratio
Net Income Per E B T	Cash Ratio
Operating Cash Flow Sales Ratio	Days Of Inventory Outstanding
Days Of Sales Outstanding	Free Cash Flow Operating Cash Flow Ratio
Cash Flow Coverage Ratios	Price To Book Ratio
Fixed Asset Turnover	Capital Expenditure Coverage Ratio
Price Cash Flow Ratio	Enterprise Value Multiple
Debt Ratio	Cash Flow To Debt Ratio
Price Sales Ratio	Return On Assets
Asset Turnover	Net Profit Margin
Gross Profit Margin	Price Fair Value
Return On Equity	Operating Cycle
Cash Conversion Cycle